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vibe-investing

Created by @monarchjuno

quant-research

dance

Design, evaluate, and challenge quantitative investment ideas using an integrated research workflow that covers factor and asset-pricing logic, signal generatio

dance/@monarchjuno/vibe-investing/quant-research

financial-report

dance

Package investing analysis into a publishable financial-report style with institutional section flow, thesis framing, valuation context, catalysts, risks, table

dance/@monarchjuno/vibe-investing/financial-report

traditional-market-analysis

dance

Analyze traditional market context for an investment case by identifying the current regime, cycle position, market expectations, liquidity and macro transmissi

dance/@monarchjuno/vibe-investing/traditional-market-analysis

warren-buffett

dance

Analyze an investment through Warren Buffett's long-term quality-and-value lens. Use when the analysis should stay inside circle of competence, emphasize moat,

dance/@monarchjuno/vibe-investing/warren-buffett

stanley-druckenmiller

dance

Analyze an investment through Stanley Druckenmiller's asymmetric-opportunity lens. Use when the analysis should focus on growth, momentum, sentiment, macro or n

dance/@monarchjuno/vibe-investing/stanley-druckenmiller

rakesh-jhunjhunwala

dance

Analyze an investment through Rakesh Jhunjhunwala's long-term growth-and-value lens. Use when the analysis should focus on circle of competence, economic moat,

dance/@monarchjuno/vibe-investing/rakesh-jhunjhunwala

phil-fisher

dance

Analyze an investment through Phil Fisher's scuttlebutt-driven growth lens. Use when the analysis should focus on management quality, long-duration growth poten

dance/@monarchjuno/vibe-investing/phil-fisher

peter-lynch

dance

Analyze an investment through Peter Lynch's practical growth-at-a-reasonable-price lens. Use when the analysis should focus on understandable businesses, everyd

dance/@monarchjuno/vibe-investing/peter-lynch

nassim-taleb

dance

Analyze an investment through Nassim Taleb's antifragility and tail-risk lens. Use when the analysis should focus on fragility versus antifragility, convexity,

dance/@monarchjuno/vibe-investing/nassim-taleb

mohnish-pabrai

dance

Analyze an investment through Mohnish Pabrai's Dhandho-style lens. Use when the analysis should prioritize low-risk high-uncertainty opportunities, downside pro

dance/@monarchjuno/vibe-investing/mohnish-pabrai

michael-burry

dance

Analyze an investment through Michael Burry's hard-number contrarian lens. Use when the analysis should focus on deep value, downside protection, balance-sheet

dance/@monarchjuno/vibe-investing/michael-burry

charlie-munger

dance

Analyze an investment through Charlie Munger's quality-first lens. Use when the analysis should emphasize durable business quality, incentives, management chara

dance/@monarchjuno/vibe-investing/charlie-munger

cathie-wood

dance

Analyze an investment through Cathie Wood's disruptive-innovation lens. Use when the analysis should focus on breakthrough technology, large total addressable m

dance/@monarchjuno/vibe-investing/cathie-wood

bill-ackman

dance

Analyze an investment through Bill Ackman's concentrated activist lens. Use when the analysis should focus on high-quality businesses, durable moats, free-cash-

dance/@monarchjuno/vibe-investing/bill-ackman

ben-graham

dance

Analyze an investment through Benjamin Graham's conservative value-investing lens. Use when the analysis should focus on margin of safety, balance-sheet strengt

dance/@monarchjuno/vibe-investing/ben-graham

aswath-damodaran

dance

Analyze a company, sector situation, or valuation question through Aswath Damodaran's lens. Use when the analysis should start with the business story, connect

dance/@monarchjuno/vibe-investing/aswath-damodaran

company-analysis

dance

Automatically analyze a company or company-related finance situation from a short user prompt such as a company name, "analyze [company]," M&A, LBO, IPO, debt,

dance/@monarchjuno/vibe-investing/company-analysis

openbb-data-fetcher

dance

Fetch financial, market, economic, fundamental, news, options, crypto, ETF, index, and macro data through the OpenBB Python interface instead of the OpenBB MCP

dance/@monarchjuno/vibe-investing/openbb-data-fetcher

investment-analysis-team

act

A decision workflow where Quantitative Analyst and Fundamental Analyst run direct evidence-based debate, and Head Manager consolidates final outputs into one de

act/@monarchjuno/vibe-investing/investment-analysis-team